Pipelines & Opportunities

Pipelines are visual boards that let you track where a contact is in a specific journey. Each pipeline is made up of stages (columns), and each contact inside a pipeline is represented by a card called an opportunity. As a contact progresses, their card moves from one stage to the next, either automatically through workflows or manually by you.

Think of it like a kanban board. New leads start on the left, and as you make contact, book them in, and convert them, their card moves to the right. At a glance you can see exactly how many people are sitting in each stage and who needs attention.

Your pipelines

Every STRONG location comes with a set of default pipelines that are configured during account setup. Each one serves a different purpose.

Opportunities vs contacts

An opportunity is not the same thing as a contact. A contact is the person and their data. An opportunity is a specific instance of that person inside a pipeline. One contact can have multiple opportunities across different pipelines, or even multiple opportunities in the same pipeline over time.

For example, Sarah might have a lead opportunity in the Leads pipeline when she first enquires, and then an intro offer opportunity in the Intro Offer pipeline when she purchases. Both are linked to the same contact record.

Opportunity statuses

Every opportunity has a status that determines whether it shows up on your board:

• Open: the opportunity is active and visible on the board. This is the default.
• Won: the contact converted successfully. The card is hidden from the board by default to keep it clean.
• Lost: the contact did not convert. Also hidden from the board by default.
• Abandoned: the opportunity was left without a clear outcome. Hidden from the board.

By default, your pipeline only shows open opportunities. If you want to see everything including won and lost cards, use the Advanced Filters and remove the status filter. This is useful when you need to review historical data, but keeping the filter on during daily use prevents the board from getting cluttered.

The board view vs the table view

Pipelines can be displayed in two ways:

• Board view (cards): the default view. Each stage is a column and each opportunity is a card you can drag between stages. Best for daily pipeline management where you want a visual sense of where everyone sits.
• Table view: looks like a spreadsheet. Shows all opportunities in rows with sortable columns. Better for reviewing large volumes of data or when you need to see specific fields across all opportunities at once.

Working the pipeline

When you click on a contact card in the pipeline, you have two options depending on where you click:

• Click the opportunity name (the blue text) to open their full contact record. This shows their conversation history, all their contact details, and custom field data.
• Click the white space on the card to open the opportunity detail panel. This shows information specific to that opportunity, like notes, tags, and the stage selector.

Moving contacts between stages

There are two ways to move a contact to a different stage:

• Drag and drop: click and drag the card from one column to another.
• Stage selector: click the white space on the card to open the detail panel, then change the stage from the dropdown.

Many stage changes happen automatically through workflows, but sometimes you will need to move cards manually. For example, after a phone call with a lead, you might move them from “New Lead” to “Call No Answer” or “Call Connected” depending on the outcome.

The calling process

Each opportunity card has quick action buttons: call, notes, conversations, and tags. When you are working through your pipeline, the call and notes buttons work together. Here is the process to follow for every call.

The other quick action buttons on each card:

• Conversations button: opens the SMS and email history with that contact.
• Tags: shows which tags are applied to the contact.

Adding opportunities manually

Most opportunities are created automatically by workflows when a lead submits a form, when the Core sync registers a new purchase, or when a contact meets certain criteria. But sometimes you need to add someone manually.

When to use the Add Opportunity button

• Walk-ins: someone walks through the door and wants to learn more. They are not in your database yet, so you create a new contact and add them as an opportunity at the same time.
• Missed captures: a lead came through a channel that does not automatically create a pipeline opportunity (for example, a general contact form or a direct message on social media).
• Manual re-entry: you want to add an existing contact back into a pipeline for follow-up, and no workflow trigger covers that scenario.

To add someone who is already in your database, click Add Opportunity, search for their name, and select them. To add someone entirely new, type their name and create a new contact record at the same time.

Managing your pipeline view

Card layout

You can customize what information appears on each card using Manage Fields. By default, cards show fields like opportunity source, opportunity value, and business name. If you prefer a cleaner look, you can remove fields and switch to a compact card layout.

Sorting

Opportunities within each stage can be sorted by Created On (when the opportunity was created) or Last Updated (most recent activity). Choose the sort order that matches how you work. Created On puts the oldest leads at the top, which can be helpful for making sure no one falls through the cracks.

If your pipeline suddenly shows hundreds of contacts

Sometimes filters get accidentally cleared. When that happens, the pipeline will show every opportunity ever created, including won, lost, and abandoned cards. It can look overwhelming, but it is easy to fix.

Click Advanced Filters at the top of the pipeline. Set the Status filter to Open and click Apply. This hides all the closed opportunities and returns the board to showing only the contacts you are actively working.

The Pipelines tab

In the top navigation of the Opportunities page, you will see a Pipelines tab alongside the main Opportunities tab. This is where you can view and edit the pipeline structure itself, including adding new stages. The Bulk Actions tab shows historical data for any bulk operations performed on opportunities.

Visit count timing

In the Intro Offer pipeline, each card shows a visit count that tells you how many sessions a contact has attended. There are actually two places this number appears, and they update at different times.

If a member attends a class at 9 AM, the pipeline card will still show yesterday's visit count until the overnight update runs. But if you Cmd+click the card to open the full contact profile and scroll to the Intro Offer Pipeline Visits field, you will see the updated number immediately.

How contacts leave the pipeline

Contacts do not stay in the pipeline forever. There are a few ways a card gets removed from the board.

• Workflow conversion: when a lead purchases an intro offer, the workflow marks their leads pipeline opportunity as Won and creates a new opportunity in the Intro Offer pipeline.
• Manual removal: you can change the opportunity status to Won, Lost, or Abandoned to remove a card from the active board view.
• 28-day auto-cleanup: if a lead sits in the Leads pipeline for 28 days without purchasing an intro offer, the system automatically removes their card from the pipeline. The contact stays in the database and will still receive any mass marketing campaigns you send. They just no longer appear on the pipeline board.